| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $2,844,369 |
ANTHEM FINANCIAL SERVICES10+ years Filed as: ANTHEM BLUE CROSS LIFE AND HEALTH Service code 12 · EIN 95-4331852 | Direct payment from the plan; Recordk... | $323,273 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $322,797 |
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $250,650 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $165,388 |
ROPES & GRAY LLP7 years Service code 29 · EIN 04-2233412 | Legal | $160,398 |
ENTERPRISE BANK & TRUST8 years Filed as: FUTURE TECH ENTERPRISE INC Service code 49 · EIN 11-3350196 | Other Services | $95,044 |
CALLAN ASSOCIATES10+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $94,020 |
STEPSTONE GROUP LP4 years Service code 16 · EIN 33-1156466 | Consulting | $64,080 |
PKF O'CONNOR DAVIES, LLP5 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $63,135 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 5.18% | 8.48%-3.3pp | 5.04%+0.1pp | 8.48%-3.3pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $26,454-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $78-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |